617.209.2224

CLIENT PORTAL

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    From the Desk of the Chief Investment Officer

    "It's Coming" Who doesn’t love a big thunderstorm? The rumble of thunder, the streaks of lightning, and the sheer power of nature—it’s mesmerizing. There’s something about witnessing the raw energy of a storm that reminds us of how small we are in the grand scheme of things. And maybe, just maybe, there’s something healthy about that little jolt of fear storms bring. They grab our attention, ground us, and make us pay closer attention to the world around us.

    From the Desk of the Chief Investment Officer 2024

    Lessons from the Diamond: Applying Baseball's Mindset to Investing Of all the great things I love...

    2024 Newsletter - Reflecting on the Evolving World of Equity Markets

    A new year is here, and with it, an opportunity to send you my January letter, as has now become...

    2023 Mid-Year Newsletter - Perfectly Human

    Once again, we find ourselves at the mid-point of a year. As with any point in time, not only are...

    From the Desk of the Chief Investment Officer

    Will your team win? A Story the Super Bowl Can Teach All Investors As a lifelong athlete and a huge...

    2022 Q3 Newsletter - Sweet Are The Uses Of Adversity

    As we plod through our third bear market in four years, there’s a certain weariness that’s set in....

    2021 Q3 Newsletter – Fundamentals

    There’s a saying in aviation, "There are old pilots, and there are bold pilots. But there are no...

    2021 Q1 Newsletter – Lessons Learned

    Dear Clients, It’s rare that we see a year – both in the markets and in the broader economy – that...